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| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT2 years Service code 27 3100 VILLAGE PT · CHESTERTON, IN 463049695 | Advisory (Plan) | $18,688 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $2,625 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,243 | $58,093-58.3% | $80,022-69.7% | $56,289-56.9% |
| Participation rate | 77.7% | 73.6%+4.0pp | 75.8%+1.8pp | 69.9%+7.8pp |
| Annual return | 4.18% | 34.63%-30.5pp | 11.22%-7.0pp | -9.96%+14.1pp |
| Employer contribution / active EE | $1,204 | $1,933-37.7% | $2,468-51.2% | $2,111-43.0% |
| Participant deferral / active EE | $2,939 | $3,136-6.3% | $3,686-20.3% | $3,350-12.3% |
| Admin fee / account holder | $136 | $623-78.2% | $6,521-97.9% | $521-73.9% |